Exact Synergy Enterprise Tips

Brought to you by the Exademy: Exact’s Corporate Center of Learning

As YOU like it!  
Synergy's greatest strength is that it brings together all areas of a business, unites all departments across an organization, creating a single source of truth.  The side effect is that the amount of data available can be overwhelming.
In this quick demo, you'll learn how to simplify your view of Exact Synergy Enterprise so that the information and menu paths you need are not lost in a crowd of stuff you don't use.

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Organize Your Workflow
Is your workflow out of control? Do you need a quick way to sort and find requests in your workflow?  Or maybe there is just a better way that you'd prefer to view your workflow, sorted by account or contact, for example. 
This quick demo will show you how to quickly organize your workflow in many ways so that you can find the information you need, when you need it.

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Personalize Your Account Cards
All of your customer information is stored on the customer account card.  But depending on your role in the Customer Life Cycle you are probably interested in only the information you need to do your job.
In this short demo you'll learn how to remove and add information and to change the layout so that the information you need is exactly where you want it.

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Nothing going to break my stride  
Have you ever discovered mid process that you've forgotten to add some information that you need to link to your current process? Do you hate to stop mid stream with one task to complete another?
In this quick demo, you'll learn how to add new information (like a new document) from within an active process (like entering a request).

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Special Delivery
Every Synergy user knows that their Synergy environment is loaded with useful information.  IF you go and look and for it.  But who has time to search?  The really important stuff you want to come to you...
Using RSS feeds is a useful way to stay informed when new information becomes available.  Instead of searching for it, the information comes to you via an RSS Feed.

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Playing Favorites
We all know that Synergy contains a lot of information which can be overwhelming.  What documents do you work with most often?  What reports do you regularly view?  As your favorite items they deserve special attention.
In this short demo you'll learn how to create favorites, organize them into categories and add favorite categories to your home page so that all your little darlings are right at your fingertips.

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You've got mail?  We've gotcha covered: SOI 
Some days does it seem like all you're doing is flipping between your MS Outlook and Exact Synergy windows?  Do you need to be sure that others can access important information stored in your inbox?
In this quick demo, you'll learn how to access, edit and add important Synergy information directly from your Outlook window as well as how to be sure others can access your saved information in Synergy.

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Request Attachment 
If you need to attach a file to a request which relates only to that workflow item it can be inefficient to first create a Synergy Document, attach the file before you can link it to the request.
 
You may not realize it but it is actually possible to link an attachment directly to a request now in Exact Synergy Enterprise.  In this demonstration, we'll show you how.
 

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History Repeats Itself
During the day, you might work with the same account, person or document in Exact Synergy Enterprise multiple times. To gain quick access to the things you have already been working on, it is possible to use History.
This demo shows you how to add the things you are currently working on to your homepage, so you can easily find them.

 

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Pivot Analysis Reports 
Winston Churchill once said 'However beautiful the strategy, you should occasionally look at the results'.  And this is never more true than when running a business.
In this quick demo, we'll show you just a few examples of the cool pivot analysis reporting which can be done on your Synergy data.  We will take a few examples from the perspective of a Financial controller, an HR Recruiter, and a Marketing Guru. 

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